The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
General Investing >> Money Manager Interviews >> July 12, 2019

Actively Managing Funds of Funds with Analytical Software

Miller, Kevin R.
Kevin R. Miller is Chief Executive Officer of Systelligence, LLC and Portfolio Manager of The E-Valuator Risk Managed Strategy Funds. Mr. Miller is responsible for the investment oversight of the six E-Valuator Risk Managed Strategy — RMS — mutual funds. His career in the securities industry began in 1986 as a registered representative assisting individual clients and qualified plans with the proper asset selection and allocation. In 1997, Mr. Miller launched an open architecture platform of investments to expand access to some of the best investments in the industry. In 2007, he wrote and programmed The E-Valuator investment analytical software. The software proved to be a game changer for his clients, which drove him to create a software company, The E-Valuator, LLC, in 2011. This software is the driving force behind the investment analytics involved with The E-Valuator Risk Managed Strategy Funds. Today, The E-Valuator investment analytical software is sold as a planning tool to advisers throughout the United States. In February 2012, Mr. Miller launched The E-Valuator Risk Managed Strategy collective trust funds. The superior performance generated by these collective trust funds, as well as client demand, drove him to transition these funds from collective trust funds into 1940 Act mutual funds in May 2016. He is a graduate of Northern State University where he earned a B.S. in business management and marketing, and has obtained multiple industry designations over his 30-plus years in the industry. Mr. Miller is a frequent speaker at investment conferences across the United States and has appeared in multiple trade journals, including The Wall Street Journal, Investment News and FA Magazine. Profile
Word count: 2,282

TWST: Can you briefly go over The E-Valuator investments technique that you have and your overall approach? Can you provide an update since we spoke in

Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc
CEO INTERVIEWS
Interview with the CEO: Vislink Technologies Inc. (NASDAQ:VISL)
Interview with the Founder and CEO: Siyata Mobile Inc. (NASDAQ:SYTA)
Interview with the Chairman and CEO: Ondas Holdings Inc. (NASDAQ:ONDS)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
UFO ETF Offers Diversification Across Global Space Industry
AI Opportunities Expand to Industrial, Utilities and Energy Sectors
India Fund Manager Expects Discretionary Spending to Grow
ANALYST INTERVIEWS
Uranium Sector Benefits from Strong Demand, Lower Supply
LEOs Disrupt GEOs in Rapidly Changing Satellite Industry
Lockheed Martin and Boeing on Short List of Defense Buys
Since 1963
© The Wall Street Transcript 2016, 2024
Terms and Conditions
Privacy Policy